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Anonymous
Not applicable

Need help visualizing calculation already placed as data in field.

Hi BI Community, 

 

The context is I have a team member that submits me a variety of supply chain data, and in simple terms, can be separated into KPI name + date (monthly) + value. The member submits both raw data and calculations under the "KPI name" field, for example: (customer service level = delivered/requested) as percentage.

 

KPI NameDateValue
Items requested1/1/202110
Items requested2/1/202110
Items delivered1/1/20219
Items delivered2/1/202110
CSL1/1/20210.9
CSL2/1/20211

 

This is just one example, but in fact there are many KPIs under the "KPI Name" field. My team cascades one field with raw data + calculation for all of our KPIs.

 

The issues i encountered, when building a cluster column + line combo chart, are:

 

1) The CSL line values are in decimal form when i want percentage. I managed to do a workaround by by pivoting CSL to a separate column where only percentage values are represented.

 

2) more importantly, when i move the shared axis up to quarter or year hierarchy level, the CSLs sum each other where instead I want to to have a value represented by the sums of the quarterly and yearly delivered/requested formulation. I understand this is due to CSL values represented as columns, not measures, and thus do not adapt from slicers or filters.

 

Is there a measure or formula i can implement to get CSL numbers to show properly when i filter the date shared axis? My initial thought is to have items requested and items delivered as separate columns, but the visual would allow me to have 2+ column series. Thanks in advance!

 

Ref:

natdawgx_0-1641369734523.png

 

natdawgx_1-1641369754125.png

 

1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

Sounds like you want to explore using Calculation Groups?

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

I Agree. I think better to have only raw data consisting of inputs and any calculations used as DAX measure instead of including it in raw data itself. Seems to work for now!

Anonymous
Not applicable

Hi @Anonymous ,

 

I'm not quite sure if I understand your needs accurately. Would you mind telling me a more detailed description of your needs so that I can help you better?

Sample data without sensitive information and expected output would help tremendously.

Please see this post regarding: How to get your question answered quickly 

 

Hope it helps,


Community Support Team _ Caitlyn

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

lbendlin
Super User
Super User

Sounds like you want to explore using Calculation Groups?

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